Investment Planning
Investing your money like it's our money
WHAT WE’LL DO FOR YOU
Work together to understand your tolerance and capacity for risk
Implement and manage an investment portfolio that is robust, well researched, tax efficient, and cost efficient
Strive to continually extract the best results from your portfolio
SAMPLE REPORT
Every client we engage will receive a personalised report written in plain English. Here are some examples of what to expect:
Asset allocation
The most important consideration with any investment is getting your asset allocation right – in other words, how much of your money should be invested in shares, property, fixed interest and cash. You need to match your tolerance and capacity for risk with a suitable asset allocation. If we get this right from the outset, then your expectations should always be met. View asset allocation page
Investment portfolio
Once you understand your asset allocation, you need to choose the right individual investments to make up this allocation. You need exposure to the right managed funds, shares and bonds – investments that are robust, well researched, and tax and cost efficient. At Makowem & Isaacs Financial Planning we have a universe of investments to choose from, so we can construct a portfolio specifically to suit your asset allocation and needs. View investment portfolio page
